Concept: Alerts
You can configure alerts to send relevant business information to users based on conditions for which you can create a report in Workday. You can configure segment-based security to grant access to personal and worker information to members of designated security groups.
Workday uses the filter criteria on the custom report to define conditions to send the alert.
Workday doesn’t support these filter criteria for alerts:
- Filter on Aggregations
- Subfilters
You can use alerts in areas such as:
- Key metrics reached or milestones met.
- Overdue items.
- Exceptions, such as credit card transactions with no expense reports.
- Birthday and employment anniversary reminders to managers.
- Time Off reminders to your team.
Using Alerts
You can use these Workday reports to create and manage configurable alerts:
- View Alertsreport to display details associated with scheduled or run-now alerts.
- Translate Alert Notificationsreport to add translations to alerts.
Workday delivers these standard reports for birthday and anniversary alerts:
- Anniversaries for this week and next
- Birthdays for this week and next
- My Team Anniversaries
- My Team Birthdays
You can copy each associated report to a custom report that you can use to configure the alert.